HVAC demand changes throughout the year. Your team may be managing urgent service requests one week and working to fill the schedule the next.
Cactus supports the customer conversations around that work: responding to inquiries, following up on replacement estimates and reconnecting with past customers.
Help customers explain what they need, collect the details your office requires and guide them toward the next step. Configure call handling and booking around the services and scheduling rules you approve.
A homeowner may need time to consider replacing a system. Cactus can help reopen the conversation, find out whether they have questions and bring your team back in when needed.
Past customers may have maintenance needs or previously discussed work. Build an approved outreach process around the customers you want to contact and the services you want to discuss.
Support inquiries generated by your website and marketing. Give customers a response and a clear next step while your team focuses on serving the people already on the schedule.
A homeowner asks about replacing an aging system. Your team provides an estimate, but the homeowner has not decided.
Instead of leaving the conversation there, an approved follow-up asks whether they have questions and helps reconnect them with your team. Your technician or comfort advisor remains responsible for technical recommendations and the sale.
Configure Cactus around your service area, appointment types and customer handoff process. Review the supported workflows for your Housecall Pro or Jobber setup during the demo.
Cactus supports customer communication. It does not replace a technician's diagnosis or your team's judgment about urgency and availability.
Let's review how your business handles service inquiries, replacement estimates and past-customer follow-up.
Prefer a real person? Call us at (650) 629-2667
